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Professional Client

Professional Client

An investor that is able to meet several regulatory criteria.

An investor that is able to meet several regulatory criteria.

More terms

Key Information Document (KID)

A document issued by an investment fund to help investors determine if it's the right fund for them.

Diversification

An investment strategy in which money is put into a variety assets.

Equity ETF

An exchange-traded fund that is comprised of a set of stocks.

Bull market

We explain what a 'bull market' means

Internal Rate of Return (IRR)

A means of calculating the potential future return on an investment.

Alpha

The percentage by which an investor outperforms a relevant benchmark.

Venture Capital

A type of financing that investors provide to startups, who sometimes announce getting said financing in TechCrunch, to big fanfare.

Zero-Sum Game

A situation in which one person's gain is another's loss.

Holding Period Return

The amount of money generated by an asset during the time that it was held by an investor..

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